Financial Planning
| College: | Coggin College of Business |
|---|---|
| Degree: | Bachelor of Business Administration |
| Major: | Financial Planning |
| Effective Term: | Fall 2023 |
The Osprey Map provides a term-by-term sample schedule for each undergraduate academic program at the 九色视频. It is designed to guide students in the selection of courses each term. The "Mile Marker" courses are those courses that should be completed before or by the end of that term. Following the sample schedule, and completing the mile marker courses at the appropriate point of your undergraduate career, will facilitate graduation in four years. The term-by-term model assumes full-time enrollment. For students enrolled part-time, the sample schedule and mile markers should be followed based on the number of credits completed. The Osprey Map should be used in consultation with an academic advisor.
The major in financial planning is designed for the student who is interested in a career in the dynamic financial services sector which includes personal financial planning, banking, insurance, and related areas. This major integrates finance, accounting, employee benefits, and insurance. The objective is to prepare the student for careers in the growing fields of financial planning. This major also emphasizes communication skills. The curriculum is designed to prepare students for the examinations leading to professional designation such as Certified Financial Planner (CFP) ® and Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP) ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP ® Board's initial and ongoing certification requirements.
Career Planning
Engaging in career planning activities is significant to student success. 九色视频 offers customized career centers to deliver targeted programs, events, services and resources. First-Year and Exploratory students should visit the webpage and Sophomore or higher level students with a declared major in the Coggin College of Business should visit the Coggin Career Management Center.
Students should refer to their personalized Degree Evaluation provided by an advisor and to other university resources for additional university and college-specific policies. Visit the for more information.
Summer terms may be utilized to facilitate graduation in four years.
- Visit the university catalog for a list of General Education requirements. An Associate in Arts (AA) degree from a Florida public university, state college or community college satisfies 九色视频 general education and Gordon Rule requirements. Math selection is contingent upon appropriate placement score, the student’s major and credit received through accelerated mechanisms (Advanced Placement, International Baccalaureate, Dual Enrollment, etc).
- Visit the Department of Accounting and Finance webpage for a list of prerequisites.
- All business students must take ENC3202 Professional Communication for Business. ENC3202 Professional Communication for Business also satisfies General Education English and Gordon Rule Writing at 九色视频.
- For a list of Coggin Cultural Diversity courses, and for additional information visit the Coggin Academic Advising Office webpage.
- Students must complete an application for MAN 4720 Strategic Management Business Policy (Term 8) and adhere to an application deadline the semester prior to course registration. Review the Business Policy Application Materials and consult an academic advisor in the Coggin Academic Advising Office. Students must have a minimum, cumulative and upper-level GPA of 2.0 prior to registering for MAN 4720.
- Civic Literacy Requirement: Prior to graduation from a Florida state university, students must demonstrate competency in civic literacy through successful completion of a civic literacy course (AMH 2020 or POS 2041) and by achieving a passing score on an assessment. Consult an academic advisor, the university catalog and visit the Civic Literacy webpage for additional information.
- Students must earn additional Free Elective credit if needed to satisfy the university minimum 120 total semester hours for graduation.
Term 1: Attempted Hours 0-15
| Schedule | Credit Hours | |
|---|---|---|
| ENC1101 (GW) Audience and Purpose | 3 | |
| MAC1105 (GM) College Algebra (Students with credit in MAC1105 or appropriate placement score take MAC2233 Calculus for Business) | 3 | |
| CGS1100 Computer Applications for Busi (Program Prerequisite) | 3 | |
| Select a Free Elective (If needed to satisfy 120 total hours) | 3 | |
| Select a General Education Course (See Degree Evaluation) | 3 | |
| NOTE: ECO2013 Principles of Macroeconomics and ECO2023 Principles of Microeconomics may be taken in Freshman year. Consult an academic advisor for more information. | ||
| Total Hours: | 15 | |
Term 2: Attempted Hours 16-30
| Schedule | Credit Hours |
|---|---|
| ENC1143 (GW) Evidence and Style OR IDS1932 First Year IDS Writing Seminar | |
| MAC2233 (GM)Calculus for Business (Program Prerequisite) | 3 |
| Select a General Education Course (See Degree Evaluation) | 3 |
| Select a General Education Course (See Degree Evaluation) | 3 |
| Select a General Education Course (See Degree Evaluation) | 3 |
| Total Hours: | 15 |
| Mile Marker(s) CGS1100 Computer Applications for Business Minimum Grade C |
|
Term 3: Attempted Hours 31-45
| Schedule | Credit Hours | |
|---|---|---|
| ENC3202 Prof. Comm. Business Required for all Business students and also satisfies third General Education English course and Gordon Writing |
3 | |
| ECO2013 Principles of Macroeconomics (Program Prerequisite) | 3 | |
| ACG2021 Prin of Financial Accounting (Program Prerequisite) | 3 | |
| STA2023 (GM) Elem Statistics-Business (Program Prerequisite) | 3 | |
| Select a Free Elective (If needed to satisfy 120 total hours) | 3 | |
| NOTE: ECO2013 Principles of Macroeconomics and ECO2023 Principles of Microeconomics may be taken in Freshman year. Consult an academic advisor for more information. | ||
| Total Hours: | 15 | |
| Mile Marker(s) MAC2233 Calculus for Business Minimum Grade C |
||
Term 4: Attempted Hours 46-60
| Schedule | Credit Hours | |
|---|---|---|
| ECO2023 Principles of Microeconomics (Program Prerequisite) | 3 | |
| ACG2071 Prin Managerial Accounting (Program Prerequisite) | 3 | |
| Select a General Education Course (See Degree Evaluation) | 3 | |
| Select a General Education Course (See Degree Evaluation) | 3 | |
| Select a Free Elective (If needed to satisfy 120 total hours) | 3 | |
| Total Hours: | 15 | |
| Mile Marker(s) ACG2021 Prin of Financial Accounting Minimum Grade C ACG2071 Prin Managerial Accounting Minimum Grade C ECO2013 Principles of Macroeconomics Minimum Grade C ECO2023 Principles of Microeconomics Minimum Grade C STA2023 Statistics for Business Minimum Grade C All Financial Planning Program Prerequisites General Education Requirements |
||
Term 5: Attempted Hours 61-75
| Schedule | Credit Hours | |
|---|---|---|
| FIN3403 Financial Management | 3 | |
| MAN3025 Principles of Management | 3 | |
| Select: ENC3202 Prof. Comm. Business OR select another required course if ENC3202 is already completed for General Education (See Degree Evaluation) | 3 | |
| FIN3124 Financial Planning (FIN3403 must be taken before or at the same time as FIN3124) | 3 | |
| ECO3411 Business/Economic Statistics | 3 | |
| Total Hours: | 15 | |
| Mile Marker(s) FIN3403 Financial Management Minimum Grade C |
||
Term 6: Attempted Hours 76-90
| Schedule | Credit Hours | |
|---|---|---|
| FIN4504 Investments | 3 | |
| MAN3504 Operations Management | 3 | |
| TAX3721 Tax Plan in Financial Decision | 3 | |
| MAR3023 Principles of Marketing | 3 | |
| Select a Coggin Cultural Diversity Course or Study Abroad | 3 | |
| Total Hours: | 15 | |
| Mile Marker(s) FIN4504 Investments Minimum Grade C ENC3202 Professional Communication Business MAN3025 Principles of Management Minimum Grade C MAR3023 Principles of Marketing Minimum Grade C Civic Literacy Requirement |
||
Summer 3
| Mile Marker(s) Summer Residency Requirement |
|
Term 7: Attempted Hours 91-105
| Schedule | Credit Hours | |
|---|---|---|
| FIN4514 Securities Analysis/Portf Mgmt | 3 | |
| RMI4135 Employee Benefit Plans | 3 | |
| MAR4400 Professional Selling | 3 | |
| RMI3011 Risk Management and Insurance | 3 | |
| Select one course: FIN4556 Behavioral Finance OR FIN4940 Financial Planning Internship | 3 | |
| Total Hours: | 15 | |
| Mile Marker(s) TAX3721 Tax Plan in Financial Decision Minimum Grade C 2.0 Cumulative 九色视频 GPA |
||
Term 8: Attempted Hours 106-120
| Schedule | Credit Hours |
|---|---|
| FIN4132 Estate Planning | 3 |
| ECO3203 Intermediate Macroeconomics | 3 |
| BUL3130 Legal Environment of Business (May be taken anytime in Term 5 - Term 8) | 3 |
| FIN4128 Financial Plan Development | 3 |
| MAN4720 Strategic Mgmt Business Policy (Must apply semester prior to course registration) | 3 |
| Total Hours: | 15 |
Total Program Hours: |
120 |